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THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
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THE REVIEW
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  • KeriCarter700px

    Profile: From telesales to top planner

    Feb 28, 2018
    Keri Carter CFPTM Chartered MCSI is a former CFP Professional of the Year who joined Broadway Financial Planning 17 years ago, but her route to a leadership role in the profession has been somewhat unconventional
    by Bethan Rees
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  • Feb-tricks-of-the-trade700

    CISI Membership Privileges: Travel tricks

    Feb 28, 2018

    Access Xexec’s travel blog through Membership Privileges to benefit from the latest tips and discounts

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  • grey matters700

    Grey matters ethical dilemma: Trust in conflict – the verdict

    Feb 28, 2018
    Read the CISI's verdict and readers' comments on the ethical dilemma that appears in the Q4 2017 edition of The Review
    Read more
  • career-dev_2_700

    Five rules you wish your boss would follow

    Feb 23, 2018
    Whether it’s asking employees how their weekend was or making sure they keep their cool at all times, these are five pointers every person in charge should follow
    by Bethan Rees
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  • preview_700

    Your Q1 2018 print edition will be with you soon

    Feb 21, 2018
    From new opportunities in the financial world to CISI’s role in the emerging markets, discover everything you need to know about the global world of finance and investments in the Q1 2018 edition of The Review
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  • career-dev_700

    Five things you wish your boss had told you

    Feb 16, 2018
    Starting a new job can put your social skills to the test. We’ve put together five points to help you avoid awkward situations and settle in
    by Bethan Rees
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  • Emma700

    Young Professional Q&A: Emma Jackson ACSI

    Feb 15, 2018

    Emma Jackson ACSI, solutions analyst at SEI Investments, is an inspirational young professional who successfully transitioned to her current position after completing a graduate programme
    by Jane Playdon

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  • g

    Poker faces at the CISI Guernsey branch annual dinner 2018

    Feb 15, 2018
    Former poker pro Caspar Berry drew parallels between poker and investment risk at the event held on 2 February 2018 at Beau Sejour Leisure Centre, Guernsey
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  • libor_700

    Ask the experts: The future of LIBOR

    Feb 14, 2018
    The Bank of England's executive director for markets, Chris Salmon, discusses the implications of potential discontinuation of LIBOR
    by Phil Thornton 
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  • mainDec-Jan18700

    Insights Review by ICG: December 2017 to January 2018

    Feb 13, 2018
    The latest edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now, covering December 2017 to January 2018
    Read more
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